2023 Form 5500 filing — Magic Valley Regional Medical Center Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009122912NAL0009191235001) for Magic Valley Regional Medical Center Pension Plan, reported by St. Luke'S Health System, Ltd. under EIN 56-2570681 and plan number 006. It reports 581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122912NAL0009191235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Luke'S Health System, Ltd.
- EIN
- 56-2570681
- Plan number
- 006
- Location
- Boise, ID
- Participants
- 581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,946,422
- Total liabilities (EOY)
- $41,009
- Net assets (EOY)
- $35,905,413
- Total income / additions
- $2,957,267
- Benefits paid
- $8,607,959
- Administrative expenses
- $291,208
- Total expenses
- $8,899,167
- Net increase / (decrease)
- -$5,941,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schrofer | INVESTMENT MANAGER | $122,883 | not reported in the loaded dataset |
| Mercer Human Resource Consulting | ACTUARY | $43,781 | not reported in the loaded dataset |
| Us Bank National Association | CORP TRUSTEE | $38,810 | not reported in the loaded dataset |
| R.V. Kuhns & Associates | INVESTMENT CONSULTANT | $15,628 | not reported in the loaded dataset |
| Eide Bailly Llp | ACCOUNTANT | $13,850 | not reported in the loaded dataset |